Purchases and Sales Made in Q1 2021 in Wisdomtree Tr (IHDG)
This table provides information about the institutional ownership of Wisdomtree Tr (IHDG) during Q1 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
217K+ 2321.89% |
$8.6M - $9.03M
|
226K
$10.4M
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
95.1K+ 40.22% |
$3.77M - $3.96M
|
332K
$15.3M
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
53K+ 67.65% |
$2.1M - $2.2M
|
131K
$6.04M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
47.1K+ 49.84% |
$1.87M - $1.96M
|
142K
$6.52M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.2K+ 22.82% |
$1.55M - $1.63M
|
211K
$9.7M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 9.12% |
$1.21M - $1.27M
|
366K
$16.8M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
27.7KNew |
$1.1M - $1.15M
|
27.7K
$1.27M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.4K+ 24.82% |
$1.09M - $1.14M
|
138K
$6.34M
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
24.2K+ 8.97% |
$958K - $1M
|
294K
$13.5M
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23.5K+ 16.29% |
$930K - $976K
|
168K
$7.71M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 7.16% |
$850K - $892K
|
321K
$14.8M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 7.51% |
$840K - $881K
|
303K
$14M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.9K+ 10.9% |
$790K - $829K
|
203K
$9.33M
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
19.5K+ 37.49% |
$771K - $809K
|
71.4K
$3.29M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 5.72% |
$604K - $633K
|
281K
$13M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.1K+ 67.91% |
$558K - $585K
|
34.8K
$1.6M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.6K+ 95.51% |
$537K - $564K
|
27.8K
$1.28M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.3KNew |
$526K - $552K
|
13.3K
$611K
|
|
Apr 16, 2021
Q1 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
11.6K+ 5.4% |
$461K - $484K
|
227K
$10.4M
|
|
May 07, 2021
Q1 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
10.9K+ 2.25% |
$432K - $453K
|
495K
$22.8M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.8K+ 76.05% |
$428K - $449K
|
25K
$1.15M
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7.1KNew |
$281K - $295K
|
7.1K
$327K
|
|
Apr 27, 2021
Q1 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
5.05KNew |
$200K - $210K
|
5.05K
$233K
|
|
May 14, 2021
Q1 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.83K+ 18.26% |
$192K - $201K
|
31.3K
$1.44M
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.82K+ 3.78% |
$191K - $200K
|
133K
$6.1M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.62K+ 4.96% |
$183K - $192K
|
97.8K
$4.5M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.39K+ 3.2% |
$174K - $182K
|
142K
$6.51M
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.06K+ 2.33% |
$121K - $127K
|
134K
$6.17M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.94K+ 181.48% |
$117K - $122K
|
4.56K
$210K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.82K+ 52.91% |
$112K - $117K
|
8.15K
$375K
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.81K+ 18.71% |
$111K - $117K
|
17.9K
$821K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.81K+ 18.71% |
$111K - $117K
|
17.9K
$821K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.88K+ 29.98% |
$74.5K - $78.1K
|
8.15K
$375K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.69KNew |
$67K - $70.3K
|
1.69K
$77.8K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.54KNew |
$60.8K - $63.8K
|
1.54K
$70.6K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.51KNew |
$59.6K - $62.6K
|
1.51K
$69.3K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.42K+ 2.03% |
$56.3K - $59.1K
|
71.5K
$3.29M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 2.73% |
$42.4K - $44.4K
|
40.2K
$1.85M
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
990+ 1.76% |
$39.2K - $41.2K
|
57.1K
$2.63M
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
781New |
$31K - $32.5K
|
781
$35.9K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
725+ 6.43% |
$28.7K - $30.1K
|
12K
$552K
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
700New |
$27.7K - $29.1K
|
700
$32.2K
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
625+ 2.21% |
$24.8K - $26K
|
28.8K
$1.33M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
396+ 1.19% |
$15.7K - $16.5K
|
33.6K
$1.55M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
385New |
$15.3K - $16K
|
385
$17.7K
|
|
Apr 23, 2021
Q1 2021
|
Patten Group, Inc.
|
BUY
|
- |
180+ 2.5% |
$7.13K - $7.48K
|
7.38K
$340K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
133New |
$5.27K - $5.53K
|
133
$6.12K
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
100+ 4.16% |
$3.96K - $4.16K
|
2.5K
$115K
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
71+ 0.46% |
$2.81K - $2.95K
|
15.6K
$719K
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6+ 0.08% |
$238 - $249
|
7.77K
$357K
|